Affirm Holdings (AFRM) Stock and Business Analysis as of September 24, 2025 Stock Price & Recent Performance After a strong rally through mid-2025, Affirm’s stock has experienced whiplash in recent days. Shares of AFRM were trading around $82–$83 on September 24, 2025, off about 8% from the prior week’s high marketbeat.com. The pullback was largely sparked by an insider sale disclosure (more on that below) and some broader market turbulence. Despite this dip, Affirm’s stock is still up dramatically year-to-date (roughly +38% YTD as of late September markets.financialcontent.com) and not far from its 52-week peak near $92–$100 markets.financialcontent.com marketbeat.com. Just
Q4 2025: Record Earnings Powered by AI Micron delivered exceptional fourth-quarter results, capping off a record fiscal 2025. Revenue for the quarter came in at $11.32 billion, a 46% jump year-over-year and ahead of consensus estimates globelynews.com. This marks Micron’s highest quarterly sales ever, reflecting a sharp rebound from the memory downturn of the prior year. Earnings followed suit: Micron reported $3.03 in adjusted EPS, blowing past the ~$2.86 expected by analysts globelynews.com and far above the $1.18 EPS from the year-ago quarter. CEO Sanjay Mehrotra lauded the performance, stating “Micron closed out a record-breaking fiscal year with exceptional Q4 performance,
On July 31, 2025, the S&P 500 rose 0.7% and the Nasdaq climbed 1.2% after blockbuster Big Tech earnings, pushing indices to record highs. Microsoft stock rose about 5% after earnings, lifting its market cap above $4 trillion; Azure sales exceeded $75 billion in the past year, and Copilot has over 100 million users, with capex raised to a record $30 billion this quarter. Meta Platforms jumped 12.2% to an all time high after beating Q2 estimates and guiding higher for next quarter, with AI driven ad targeting helping revenue growth and 2025 capex guidance raised to $66–72 billion. Alphabet
GE Aerospace shares rose 4.78% Friday to close at $321 after the company declared a $0.47 quarterly dividend, payable April 27. The new payout marks a 31% increase from December’s dividend. Investors remain focused on supply-chain issues and upcoming U.S. economic data. GE’s ex-dividend date is March 9.
SMX shares surged 89.6% to $15.83 Friday after the company expanded its standby equity purchase agreement with Target Capital 1 LLC to $250 million. The Nasdaq-listed stock traded nearly 39 million shares amid volatility. SMX disclosed it has drawn $8.9 million so far and will continue issuing shares. Focus turns to dilution risk and trading when markets reopen Feb. 9.
Walmart shares rose 3.3% Friday to $131.18, up 10% since Jan. 30, as the Dow closed above 50,000 for the first time. The retailer’s market value crossed $1 trillion this week. Investors await January inflation data on Feb. 13 and Walmart’s quarterly results on Feb. 19 for signs of continued momentum.
Carnival shares jumped 8.1% to $33.99 Friday after a Form 144 filing showed CFO David Bernstein plans to sell 361,790 shares, valued at about $11.6 million, around Feb. 10. Investors are watching the Feb. 13 dividend record date and a shareholder vote on the company’s structure, with earnings expected in March.